Overview
Estate Planning legal assistant Jobs in Dallas, TX at Wick Phillips
Wick Phillips is seeking a dynamic and dedicated estate planning legal assistant to join our growing team. The ideal candidate will provide administrative and legal support for their assigned attorneys, as well as other attorneys and legal assistants in the estate planning group, in support of estate planning and probate matters at the Firm. If you are a motivated and talented legal assistant seeking a collaborative environment, we encourage you to apply.
Responsibilities:
- Calendaring and managing critical dates and deadlines
- Draft, review, and redline of estate planning documents
- Client correspondence, information requests, and compiling signature binders
- Prepare and record deeds
- Draft probate pleadings, file pleadings and ancillary probate documents electronically, and assist with completion of estate inventories and tax forms
- Draft basic entity (LLC, LP, Corporation, etc.) documents and file with the Secretary of State
- Assist attorneys with file maintenance and management of outstanding projects and timelines
Qualifications:
- 3-5+ years of estate planning legal assistant experience preferred
- Excellent attention to detail and highly organized
- Ability to reason and consider alternative solutions to ad hoc problems
- Exceptional follow-through skills
- High School diploma or equivalent required
- Excellent verbal and written communication skills
- Good attitude
- Proactive willingness to help others and the Firm
- Highly skilled typist with experience using Microsoft Office Suite and Adobe
- Ability to establish positive working relationships with colleagues at all levels
- Ability to reason and consider alternative solutions to ad hoc problems
- Experience using document management systems such as iManage
- Experience with printing, scanning, emailing, phone, and postage machine
- Physically able to lift and carry 10-40 pounds, move between floors, sit for extended periods, and perform office-related physical activities as needed
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Free parking
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Title: Estate Planning legal assistant
Company: Wick Phillips
Location: Dallas, TX
Category:
